Moseley Investment Management Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History
Moseley Investment Management Inc
- $250 Million
- Q4 2024
A detailed history of Moseley Investment Management Inc transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Moseley Investment Management Inc holds 175,467 shares of IBDW stock, worth $3.6 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
175,467
Previous 164,300
6.8%
Holding current value
$3.6 Million
Previous $3.49 Million
2.41%
% of portfolio
1.43%
Previous 1.42%
Shares
5 transactions
Others Institutions Holding IBDW
# of Institutions
161Shares Held
42.3MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$74.4 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.7 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$52.4 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$44.2 Million0.0% of portfolio